US consumers in a strong position

US consumers in a strong position

The market has perhaps lost sight of a time-honoured driver of global growth — the US consumer.

Changing face of RBA to test PM

Changing face of RBA to test PM

The government will confront an economic test next year as three vacancies emerge on the Reserve Bank board.

Emerging markets can fuel a commodities turnaround

Emerging markets can fuel a commodities turnaround

Emerging markets can fuel a commodities turnaround

Emerging markets can fuel a commodities turnaround

Emerging economies to power on

Emerging economies to power on

In a speech in Sydney yesterday, Rio Tinto’s copper and coal boss advanced a bullish stance on commodities.

Copper prospects bright for Rio boss

Copper prospects bright for Rio boss

Rio Tinto copper and coal boss Jean-Sebastien Jacques says the outlook for copper remains strong

Fears of a third world debt crisis are overblown

Fears of a third world debt crisis are overblown

Fears of a third world debt crisis are overblown

Fears of a third world debt crisis are overblown

Third-world debt crisis fears wrong

Third-world debt crisis fears wrong

As a US rate hike approaches, fears are mounting that capital outflows from emerging markets might intensify

Growth or yield? Go for both

Growth or yield? Go for both

Growth or yield? Go for both

Growth or yield? Go for both

Growth or yield? Go for both

Growth or yield? Go for both

Investors don’t have to choose between growth and yield. They should actually go for both.

Japan's recession could fire up the currency wars

Japan's recession could fire up the currency wars

Japan's recession could fire up the currency wars

Japan's recession could fire up the currency wars

Japan’s recession risks currency war

Japan’s recession risks currency war

Renewed recession risks not only an intensification of the global currency wars, but also higher market volatility.

The tide is turning for the sharemarket

The tide is turning for the sharemarket

The tide is turning for the sharemarket

The tide is turning for the sharemarket

Confidence on the rise

Confidence on the rise

The negative view on Australian stocks is looking very wrong.

Summers and Krugman are wrong

Summers and Krugman are wrong

Summers and Krugman are wrong

Summers and Krugman are wrong

Why investors needn’t fear rates

Why investors needn’t fear rates

US economists Larry Summers and Paul Krugman are wrong. The US economy isn’t too weak to handle higher rates.

RBA’s upbeat note lost in noise

RBA’s upbeat note lost in noise

The key message from the RBA is not that it might cut rates again. It’s that we’re doing all right.

Why out-of-cycle rate hikes won't shock the economy

Why out-of-cycle rate hikes won't shock the economy

Why out-of-cycle rate hikes won't shock the economy

Why out-of-cycle rate hikes won't shock the economy

Household balance sheets strong

Household balance sheets strong

Concerns out-of-cycle rate hikes might harm consumer spending, or in some way shock the economy, are misplaced.

Better days may convince the RBA to wait

Better days may convince the RBA to wait

Better days may convince the RBA to wait

Better days may convince the RBA to wait

Better days may convince board to wait

Better days may convince board to wait

The shift in market pricing from a cut in December to February appears more reasonable.

A rate cut will send the wrong message

A rate cut will send the wrong message

A rate cut will send the wrong message

A rate cut will send the wrong message